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Job-Tracking -
Does your business have clients whose work sometimes requires multiple steps drawn out over weeks or months, like remodeling projects or court cases? If so, and you’re not using QuickBooks’Jobs features (Job-Tracking), you’re missing out on the opportunity to track and evaluate the financial impact of t [...]
Job-Tracking – Precision for yo...
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Job-Tracking -
Does your business have clients whose work sometimes requires multiple steps drawn out over weeks or months, like remodeling projects or court cases? If so, and you’re not using QuickBooks’Jobs features (Job-Tracking), you’re missing out on the opportunity to track and evaluate the financial impact of t [...]
Keeping a Balanced Inventory with Qui...
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It seems so simple in theory. Don’t overstock goods because you’ll tie up too much money and perhaps need a clearance sale to get rid of the excess. On the other hand, don’t let yourself run out of anything and lose orders.
In practice — especially if you stocks dozens or hundreds of items — it’s impo [...]
Create a Statement using QuickBooks
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Statements in QuickBooks
How do you let customers know they owe you money? Probably by sending invoices. And if your customers are conscientious and pay on time, that might be all you need.
But it might be helpful to do at least part of your billing by dispatching statements. These forms do have their drawbacks. For example, you canR [...]
Memorize Repetitive Transactions
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Filling out invoices the first time can be a pain, especially if they’re lengthy. But doing the same thing repeatedly if the identical invoice recurs regularly? No need.
QuickBooks can memorize a variety of transaction types, including invoices, purchase orders, and bills. After you’ve memorized them, you can edit, reschedul [...]
Non sufficient funds – Handling NSF C...
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Non sufficient funds
No-one likes it when their clients/customers payments come back as NSF (non sufficient funds).
When you receive notice that a check has bounced, you need to follow these directions for recording this into QuickBooks.
Create a transaction that records the funds coming out of your checking account, along with the fee [...]
How to Setup Payroll for Job Costing
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Many of my clients believe that setting up payroll in QuickBooks for job costing is frustrating and difficult. There are several steps that need to be taken in order for payroll to flow properly to the job costing reports, especially if you want to include payroll taxes and benefits. The step-by-step instructions below will help guide [...]
QuickBooks Mobile
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Accounting in the cloud is closer than you might think, and a lot closer than I want. In fact, it’s already here, in some cases. QuickBooks Online, of course, is entirely cloud-based, but it does not yet offer all of the features found in Intuit’s top-of-the-line products, Premier and Enterprise.
So, in the meantime, Intuit [...]
Mistakes made in QuickBooks
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Common QuickBooks Mistakes
Okay truth be known (for those of you not in the know) I am a big QuickBooks fan. Meaning a lot of companies, new businesses and the such who can’t afford to take on an accounting firm to handle their needs they need something to handle their books. In cases like that, I recommend only QuickBooks products. W [...]
Use QuickBooks’s Protection Tools
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If there’s one application that you don’t want compromised by a security breach, it’s the one that contains all of your financial information. Recognizing that, Intuit has built a number of security features into QuickBooks that are designed to safeguard your debits and credits.
Tip: QuickBooks integrates with Microsoft Internet Explor [...]
Modifying Reports
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Make extensive use of the tools that QuickBooks offers for report modification. Comprehensive, meticulously-shaped reports that flow out of your carefully-constructed records and transactions are your reward for pounding on the keys every day, conscientiously recording income and expenses.
QuickBooks supplies you with a wide variety of [...]
